Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Tony Viola who wrote (85659)	7/14/1999 11:36:00 AM
From: Robert Douglas	of 186894

A paragraph from Andy Neff who was almost as good as Niles in his 2Q prediction – the difference between the two analysts being that Neff rates Intel a buy and has a $75-80 price target: <<Compelling Roadmap. Going forward, we think investors should focus on the fact that Intel has a compelling roadmap in each segment (high-end, performance and entry-level) which started with the Pentium III and Pentium III Xeon, followed by the Pentium III for mobile in 3Q99 (featuring the Geyserville technology which enables the chip to run at one speed when on battery power and on another speed when hooked to a power source), the Pentium III with Rambus DRAM around 3Q99, the Celeron chips with Katmai instructions in 2000, and finally the Merced chip, the first of the IA-64 family of chips, expected in mid-2000. We think this will lead to a continued favorable mix shift over time implying secular improvements in gross margin. While there may be some concern about falling ASPs from Celeron, historically a favorable gross margin trend has boded well for the stock.>> Note: BOLDS are mine.

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